Business & Operations

The founder says \"I don't know what to do,\" \"should I keep going or walk away,\" or \"I'm burnt out.\" Load when they're paralyzed, when the question is push vs. pivot, or when they're asking permission to quit. No pep talks.

The founder says \"my weeks just disappear,\" \"I never have time for the real work,\" or \"I'm always reactive.\" Load for personal-rhythm questions, weekly-review design, or deep-work installation. If they ask for a company operating rhythm, route to Ops — that's the team layer.

The founder says \"I'm stuck on a call,\" \"I keep going back and forth,\" or \"what would you do here?\" Load for any binary decision or unresolved tradeoff older than two weeks. If they ask you to decide for them, push back: the frame is yours; the call is theirs.

The user is about to pick a number — a subscription tier, a service rate, a product price, a course fee — and the price has not yet been pressure-tested. Load this whenever you hear \"what should we charge,\" \"is this too expensive,\" \"should we drop the price,\" or \"let's just match the competitor.\"

The user has an offer and a price, and is deciding whether to sell one thing or three things at three prices. Load when you hear \"should we have a pro tier,\" \"what about a free plan,\" or \"we need basic / plus / premium.\"

Track post-Wayfair economic nexus state by state, handle marketplace-facilitator law, build the multi-state registration and filing checklist, manage exemption certificates, and resolve tax-on-shipping rules, ending in a state-by-state exposure report. Use when the user sells across state lines and does not know where they are now required to register. Do NOT use for payroll or income tax (use finance-payroll-prep) or for R&D credits (use finance-r-and-d-credit). Analysis only — registration ...

Age accounts receivable, calculate DSO, and generate an escalating collection sequence for overdue invoices with FDCPA and state-UDAP-aware language, intent-gated escalation, and statute-of-limitations-aware bad-debt write-off guidance. Use when invoices are past due and someone has to write the emails. Do NOT use for money the business owes out (use finance-payroll-prep for payroll liabilities or finance-sales-tax for tax liabilities) or for whether the period was profitable (use finance-pl)...

Walk Form 6765 R&D credit preparation and post-TCJA §174 capitalization together — four-part-test screening of activities, qualified research expense capture (wages, supplies, contract research), and the capitalization schedule software companies now have to keep. Use when the user has engineering payroll and wants to know what qualifies and what documentation to hold. Do NOT use for contractor 1099s (use finance-1099-prep), payroll returns (use finance-payroll-prep) or sales tax (use finance...

Build a profit and loss statement from revenue and expense inputs, with period-over-period comparison, margin analysis, basis-of-accounting handling (cash / accrual / modified cash) and ASC 606 deferred-revenue treatment for subscription revenue. Use when the question is whether a period made money and where the margin went. Do NOT use for what the business owns and owes at a point in time (use finance-balance-sheet), for whether cash actually moved (use finance-cashflow), or for forward-look...

Prepare quarterly Form 941 and annual Form 940 filings — deposit-schedule check, state UI and workers' comp matrix, new-hire reporting, S-corp reasonable-salary documentation (Watson, Glass Blocks, Fleischer factors) and fringe-benefit valuation. Use when the user runs W-2 payroll and a quarter is closing. Do NOT use for contractor 1099s (use finance-1099-prep), sales tax registration and filing (use finance-sales-tax), or whether a hire is affordable at all (use coin-runway-and-burn). Checkl...

Build a cash flow statement across operating, investing and financing activities, routing accrual filers to the indirect method and cash-basis filers to the direct method, with period-end reconciliation to the bank balance. Use when profit and cash disagree and the user needs to see why. Do NOT use for whether the period was profitable (use finance-pl), for the point-in-time position (use finance-balance-sheet), or for projecting months of runway forward (use coin-runway-and-burn).

Build a balance sheet — assets, liabilities and owner equity at a point in time — with entity-aware equity treatment (sole prop, partnership, LLC, S-corp, C-corp) and the GAAP vs tax-basis distinction called out. Use when someone needs the position statement for a loan application, a buyer, an investor, or a year-end close. Do NOT use for how a period performed (use finance-pl) or for where the cash went (use finance-cashflow). Statements and analysis only — have a CPA review before it goes t...

Run 1099 season end to end — W-9 collection, the worker-classification gate (IRS 20-factor plus state ABC test) that has to clear first, the 1099-NEC vs 1099-MISC vs 1099-K decision tree, TIN matching and backup-withholding triggers. Use when the user paid contractors last year and January is coming. Do NOT use for W-2 payroll returns (use finance-payroll-prep) or for drafting the contractor agreement itself (use legal-contractor). Preparation workflow only — misclassification carries six-fig...

**Lens mode.** Source authority: Alex Hormozi's value-equation discipline — perceived value as a function of dream outcome, perceived likelihood, time delay, and effort.

**Lens mode.** Source authority: Justin Welsh's solopreneur-authority playbook — narrow audience, named belief shift, credentialed perspective without credentialism.

**Lens mode.** Source authority: Ali Abdaal's teaching-simplicity discipline and the Feynman explanation method — if you cannot explain it simply, you do not understand it yet.

**Lens mode.** Source authority: Codie Sanchez's \"boring business\" framing — money, ownership, and operational reality as the primary story.

**Mode skill.** Default-enabled on the Copy specialist.

Write a HARO, Qwoted or SourceBottle expert-source reply that gets quoted instead of skimmed — a credentialed one-liner that answers why this source for this query, three to five tight bullets with specifics and a contrarian angle, and a closing pull quote written to be lifted verbatim. Use when a journalist query has landed, the user genuinely has the expertise, and there is a short reply window. Do NOT use for a press release or a cold pitch to a journalist with no query (use content-brief ...

The user is asking whether the *product* makes money — not whether the month did. Load when you hear \"is this customer profitable,\" \"what's our CAC,\" \"what's the LTV,\" \"how long until a customer pays back,\" or \"should we spend more on acquisition.\"

The user is asking \"how long do we have,\" \"can we afford this hire,\" or \"are we running out.\" Load whenever cash, burn, or time-to-zero shows up — or when a spending decision is on the table and the user doesn't know how many months it costs.

The pricing specialist has picked a price or is choosing between candidates, and the question is whether the number clears the margin floor — or what margin floor is required to keep the business alive. Load when you hear \"does this price work,\" \"what gross margin do we need,\" \"what happens if we cu

The user is asking whether they can afford to bring someone on — not whether the role would be useful, but whether the math survives. Load when you hear \"should I hire a [role],\" \"can I afford a $X salary,\" \"is it time for our first hire,\" \"when do we hire our second engineer,\" or \"should we go cont

Complete brand identity design guidance covering brand discovery workshops, moodboard creation, logo suite development, typography systems, color palettes, imagery and photography direction, brand guidelines documentation, deliverables checklists, and the strategic process of translating brand values into a cohesive visual system. Use when the user asks about brand identity designer or needs help with related topics. Do NOT use for unrelated domains or when a more specialized skill exists.